---
title: "Creating a Customer Diary Note"
canonical: "https://kb.myframeworks.com.au/space/CO/30511152/Creating%20a%20Customer%20Diary%20Note"
format: markdown
---
To create a diary note for a customer from the home **Dashboard** perform the following:

1. Enter or search for, then select the appropriate Customer via the **Search** field, then press <Enter> or click **Find**.

> ✅ Refer to [Searching for a customer](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378858) for further information.

2. From the **Diary Notes/Attributes/Personal Data/Call Sheets** section, ensure the **Diary Notes** tab is selected.

![image]()

3. Click **New Diary Note**.
4. <span style="color: #333333">Complete the details in the </span><span style="color: #333333">**Diary Note Maintenance**</span><span style="color: #333333"> window, then click </span>**Save**<span style="color: #333333">. </span>

![image](media://2cc6ae42-3487-467e-8fb4-d929d9a61321)

<details>
<summary>For more information about Diary Note Maintenance options, click here. </summary>

**Note**

Enter the diary note information.

---

**Follow Up**

If desired, add a follow up date. A reminder prompt containing the diary note will be presented to you in the **Notifications** section of the [Frameworks Home Page - Archived](https://sterlandsupport.atlassian.net/wiki/pages/createpage.action?spaceKey=FRAM&title=Frameworks%20Home%20Page%20-%20Archived) on the applicable follow up date

---

**Secure**

If you wish to restrict access to this diary note to those only authorised to view secure diary notes, then tick the **Secure** checkbox. Depending on the logged in User's security settings you may have access to both 'Secured Diary Notes' and 'General Diary Notes'. The messages displayed depend on your security access settings as defined in check box **Secure Diary Access** in [User Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378032).

---

**Permanen**t

If enabled, keeps the diary note. The **Diary Notes Purge Program** removes all non-permanent customer diary notes from the data base. Refer to [Customer Diary Purge (Data Purge)](https://sterlandsupport.atlassian.net/wiki/spaces/PROSTIXV48DOC/pages/31120303) for further information.

---
</details>

5. The new Diary Note will appear in the **Diary Notes** tab.

![image](media://4c319158-7313-4d6f-abb3-d45e55e72acc)

6. If you have entered a follow-up date, a reminder prompt containing the diary note will be presented to you in the **Notifications** section of the [Frameworks Home Page](https://sterlandsupport.atlassian.net/wiki/pages/createpage.action?spaceKey=FRAM&title=Copy%20of%20About%20the%20Frameworks%20Home%20Dashboard) on the applicable follow-up date.

![image](media://eb58d4f9-0de6-4031-88f2-538ea443b695)

<details>
<summary>System Flags</summary>

| **Flag** | **Description** |
| --- | --- |
| **CusDryPerm** | If enabled, sets the default value of the "*Permanent*" field flag to ticked > Macro (inline-media-image)

. |
</details>